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Concurrent Investment Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Concurrent Investment Advisors’s Portfolio FALN Stock Details FALN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$735K Buy
27,085
+3,092
+13% +$83.9K 0.01% 699
2025
Q1 		$643K Buy
23,993
+12,387
+107% +$332K 0.02% 668
2024
Q4 		$310K Buy
11,606
+3,001
+35% +$80.2K 0.01% 804
2024
Q3 		$235K Buy
+8,605
New +$235K 0.01% 867